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Sample of Recently Completed Projects

December 2023

Recurring ABL Examination of Life Sciences Company



$5 - $10 Million Loan Commitment

Recurring ABL Examination of Pharmaceutical Company


$25 - $50 Million Loan Commitment

Quality of Earnings and Initial ABL Examination of 10 Skilled Nursing Facilities

$100+ Million Loan Commitment

Loan Monitoring - 10+ Skilled Nursing Facilities


Monthly Monitoring Report for Lender - A/R, Census,
Surveys, Cash

November 2023

Recurring ABL Examination of Therapy Provider



$10 - $25 Million Loan Commitment

Recurring ABL Examination of
Staffing Company



$250+ Million Loan Commitment

Limited Scope Initial Acquisition ABL Examination of 6 Skilled Nursing Facilities

$5 - $10 Million Loan Commitment

BBC Preparation of
10+ Hospitals




Monthly BBC Preparation for Lender

October 2023

Recurring ABL Examination of Medical Device Company


$100+ Million Loan Commitment

Initial ABL (A/R and Inventory) Examination of Specialty Pharmacy Company


$25 - $50 Million Loan Commitment

Quality of Earnings and Initial ABL Examination of a Skilled Nursing Facility

$5 - $10 Million Loan Commitment

Special Project for 20+ Senior Living
Properties



Forensic Review of Sources and Uses of Funds

September 2023

Quality of Earnings Examination of Skilled Nursing Facility

$10 - $25 Million Loan Commitment

Recurring ABL Examination of Medical Device Company

$25 - $50 Million Loan Commitment

Initial ABL Examination of Hospital Chain

$100+ Million Loan Commitment

Special Project - Assisted Living Facilities


Assist receiver in analyzing cash activity for over 50 facilities

August 2023

Recurring ABL Examination of Dialysis Company

$5 - $10 Million Loan Commitment

Initial ABL Examination of Skilled Nursing Facilities

$25 - $50 Million Loan Commitment

Recurring ABL Examination of Hospital Chain

$50 - $75 Million Loan Commitment

Monitoring Project - Skilled Nursing Facilities

Prepare monthly borrowing base and reporting package for 10+ facilities

July 2023

Recurring ABL Examination of Pharmaceutical Manufacturer

$10 - $25 Million Loan Commitment

Initial ABL Examination of Home Health Company


$5 - $10 Million Loan Commitment

Quality of Earnings of 5 Assisted Living Facilities


$25 - $50 Million Loan Commitment

Product Launch - Underwriting Survey Reporting

Allows lender full visibility into BY&S survey reporting for any prospective SNF borrower(s)

June 2023

Initial ABL Examination of Provider of Vascular Services

$25 - $50 Million Loan Commitment

Recurring ABL Examination of 10+ Skilled Nursing Facilities

$5 - $10 Million Loan Commitment

Recurring ABL Examination of Hospital


$10 - $25 Million Loan Commitment

Weekly and Monthly Borrowing Base Preparation for Multiple Lenders


Multiple Borrowers

May 2023

Quality of Earnings Examination of Skilled Nursing Facilities


$50 - $75 Million Loan Commitment

Initial ABL Examination of Lab Services Company


$5 - $10 Million Loan Commitment

Recurring ABL Examination of Diagnostic Services Company

$50 - $75 Million Loan Commitment

Special Project - Skilled Nursing Facilities



Monitor Cash Activity and Lockbox Compliance

April 2023

Recurring ABL Examination of Therapy Provider


$50 - $75 Million Loan Commitment

Initial ABL Examination of Behavioral Health Company

$10 - $25 Million Loan Commitment

Quality of Earnings & ABL Examination of 5 Skilled Nursing Facilities

$50 - $75 Million Loan Commitment

Special Project - Pharmaceutical Company

Support Lender with Reporting for Impending Borrower Bankruptcy

March 2023

Recurring ABL Examination of Long Term Acute Care Hospitals

$10 - $25 Million Loan Commitment

Quality of Earnings & ABL Examination of 6 Skilled Nursing Facilities

$50 - $75 Million Loan Commitment

Special Project - Examination of Healthcare Lender

Exam of Healthcare Lender on Behalf of Senior Lender

Survey Monitoring of Skilled Nursing Facilities

Multiple Clients - Over 1,200 Facilities on the BY&S Survey Monitoring Software

February 2023

Quality of Earnings Examination for Cash Flow Loan to Behavioral Health Company

$25 - $50 Million Loan Commitment

Initial ABL Examination of Hospital



$10 - $25 Million Loan Commitment

Recurring ABL Examination of 40+ Skilled Nursing Facilities


$10 - $25 Million Loan Commitment

Special Project - Assisted Living Operator



Internal Control Process Review

January 2023

Recurring ABL Examination of Pharmaceutical Company

$75 - $100 Million Loan Commitment

Initial ABL Examination of 20 Skilled Nursing Facilities

$10 - $25 Million Loan Commitment

Quality of Earnings & ABL Examination of 3 Skilled Nursing Facilities

$25 - $50 Million Loan Commitment

Special Project - Home Health


Cash Monitoring, A/R Reporting & Creation of Borrowing Base from Limited Reporting

December 2022

Recurring ABL Examination of Behavioral Health Facilities

$5 - $10 Million Loan Commitment

Quality of Earnings & ABL Examination of 2 Skilled Nursing Facilities

$15 - $25 Million Loan Commitment

CMS Clinical Survey Monitoring of Skilled Nursing Facilities



50+ SNFs

Borrowing Base Template Update for Lender



Multiple Borrowers

November 2022

Initial ABL Examination of Therapy Company

$15 - $25 Million Loan Commitment

Quality of Earnings Examination of an Assisted Living Facility

$15 - $25 Million Loan Commitment

Special Project - EBITDAR Analysis of Skilled Nursing Facilities

20+ SNFs

Survey Analysis to Support Acquisition of Skilled Nursing Facilities

15+ SNFs

October 2022

Recurring ABL Examination of Pharmaceutical Manufacturer

$25 - $50 Million Loan Commitment

Initial ABL Examination of 12 Skilled Nursing Facilities

$10 - $15 Million Loan Commitment

Quality of Earnings Examination for Acquisition of 6 Skilled Nursing Facilities

$100+ Million Loan Commitment

Special Project - Home Health Reporting



Creation of Agings and Cash Reporting for Lender

September 2022

Initial ABL Examination Skilled Nursing Facilities (HUD & Non-HUD)

$25 - $50 Million Loan Commitment

Recurring ABL Examination of Multi-State Pharmacy with Inventory

$50 - $75 Million Loan Commitment

Quality of Earnings Examination for 15+ Skilled Nursing Facilities

$75 - $100 Million Loan Commitment

Weekly and Monthly Borrowing Base Preparation for Multiple Lenders


Multiple Borrowers

August 2022

Recurring ABL Examination of LTACs and Skilled Nursing Facilities

$100+ Million Loan Commitment

Initial ABL Examination of Standalone Urgent Care Clinics

$5 - $10 Million Loan Commitment

Recurring ABL Examination of Diabetes Supply with Inventory

$25 - $50 Million Loan Commitment

Monthly Provider Tax Monitoring for Skilled Nursing Facilities

Multiple Clients - Monitoring Over 150 Facilities

July 2022

Recurring ABL Examination of Multiple Hospitals



$50 - $75 Million Loan Commitment

Quality of Earnings & ABL Examination of Single Skilled Nursing Facility


$5 - $10 Million Loan Commitment

Initial ABL Examination of 20+ Skilled Nursing Facilities (HUD & Non-HUD)

$25 - $50 Million Loan Commitment

Annual Quality of Earnings Review for Multiple Skilled Nursing Operators

Varying Loan
Commitments

June 2022

Recurring ABL Examination of a Pharmaceutical Supplier

$10 - $25 Million Loan Commitment

Quality of Earnings Examination of Skilled Nursing Facilities


$200+ Million Loan Commitment

Recurring ABL Examination of Ambulance Company


$5 - $10 Million Loan Commitment

Loan Workout Services for Skilled Nursing Facilities

$5 - $10 Million Loan Commitment

May 2022

Quality of Earnings and Initial ABL Examination of Nurse Staffing Company

$25 - $50 Million Loan Commitment

Initial ABL Examination of 50 Skilled Nursing Facilities

$75 - $100 Million Loan Commitment

Recurring ABL Examination of Long Term Acute Care Hospitals

$75 - $100 Million Loan Commitment

CMS Clinical Survey Monitoring of Skilled Nursing Facilities


300+ Facilities

April 2022

Recurring ABL Examination of Hospital

$10 - $15 Million Loan Commitment

Recurring ABL Examination of 25 Skilled Nursing Facilities

$25 - $50 Million Loan Commitment

Quality of Earnings Examination of a Skilled Nursing Facility

$10 - $15 Million Loan Commitment

Borrowing Base Template Update for Lender


Multiple Borrowers

March 2022

Initial ABL Examination of a Staffing Agency

$50 - $75 Million Loan Commitment

Quality of Earnings Examination of a Laboratory Services Company

$25 - $50 Million Loan Commitment

Initial ABL Examination of 30 Skilled Nursing Facilities

$50 - $75 Million Loan Commitment

Initial ABL Examination of a Pharmaceutical Supplier

$1 - $10 Million Loan Commitment

February 2022

Quality of Earnings Examination of Skilled Nursing Facilities

$100+ Million Loan Commitment

Recurring ABL Examination of a Home Health Company

$10 - $25 Million Loan Commitment

Initial ABL Examination of 30 Skilled Nursing Facilities

$10 - $25 Million Loan Commitment

Borrowing Base Template Update for Lender

Multiple Borrowers

January 2022

Recurring ABL Examination of Skilled Nursing Facilities

$25 - $50 Million Loan Commitment

Initial ABL Examination of a Hospital

$1 - $10 Million Loan Commitment

Quality of Earnings Examination of a Laboratory Services Company

$25 - $50 Million Loan Commitment

CMS Clinical Survey Monitoring of Skilled Nursing Facilities


400 + Facilities